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617 Jobs Found | 1 - 20 displayed
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Date Location Job Title
Dec 08,2018 USA--

Trust, Estate & Charitable Planning Attorney
Candidate with 7+ years of estate planning experience is required. Must have a demonstrated ability to lead sophisticated estate planning and estate/trust administration projects and a strong interest in all aspects of clients' financial, family, and tax

Dec 09,2018 USA-OH-Cincinnati

Wealth Management Associate Advisor
The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meeting

Dec 09,2018 USA-OH-Dayton

Wealth Management Associate Advisor
The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meeting

Dec 08,2018 USA-CA-San Diego

Estate Planning and Trust Administration Attorney
Candidate must be licensed to practice law in CA. Should have 4 years of experience, outstanding professional and academic credentials and a strong knowledge of the complexities of the post-mortem administration of large taxable estates. Probate lit

Dec 08,2018 USA-CA-Los Angeles

Trust and Estates Associate
The candidate must have 3-7 years of experience. Should preferably have extensive experience in trust administration and providing sophisticated estate planning solutions for high net worth individuals and families. Significant experience in drafting estate planning docu

Dec 09,2018 USA-IL-Chicago

Private Client Services Senior Associate
The candidate will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service: Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), P

Dec 09,2018 USA-VA-McLean

Private Client Services Tax Associate
The candidate will assist in providing tax compliance and consulting services to high net worth clients. Bachelor's degree in Accounting or other relevant field is required. Should preferably be working towards CPA, CFP, Master's in Tax, or J.D. degree. A licen

Dec 09,2018 USA-NY-New York City

International Trust and Estate Planning Specialist
The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previousl

Dec 09,2018 USA-WA-Seattle

Tax Services Senior - Business Tax Services - Private Client
The candidate will be researching tax issues to develop effective tax planning strategies. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our c

Dec 09,2018 USA-WA-Seattle

Tax Services Seasonal - Business Tax Services - Private Client Services
The candidate will be responsible for: Researching tax issues to develop effective tax planning strategies; Translating complex data from a range of sources into client-ready insights and deliverables; Building effective long-t

Dec 09,2018 USA-UT-Salt Lake City

Tax Services Seasonal - Business Tax Services - Private Client Services
The candidate will be responsible for: Researching tax issues to develop effective tax planning strategies; Translating complex data from a range of sources into client-ready insights and deliverables; Building effective long-t

Dec 09,2018 USA-TN-Nashville

Tax Services Seasonal - Business Tax Services - Private Client Services
The candidate will be responsible for: Researching tax issues to develop effective tax planning strategies; Translating complex data from a range of sources into client-ready insights and deliverables; Building effective long-t

Dec 09,2018 USA-NC-Charlotte

Tax Services Seasonal - Business Tax Services - Private Client Services
The candidate will be responsible for: Researching tax issues to develop effective tax planning strategies; Translating complex data from a range of sources into client-ready insights and deliverables; Building effective long-t

Dec 09,2018 USA-IL-Chicago

Private Client Services Manager
The candidate will be responsible for the following duties: Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Provide

Dec 08,2018 USA-CA-Palo Alto

Mid level Trust and Estate Litigation Attorney
The candidate should have 4+ years of Trust and Estate litigation experience. Must have outstanding academic credentials, strong legal analysis and excellent writing skills. Must have oral communication skills. Court appearance and trial experience is

Dec 08,2018 USA-CA-Palo Alto

Trust & Estate Litigation Attorney
The candidate should have 2-4 years litigation experience. Trust and Estate litigation experience is a plus. Must have outstanding academic credentials, strong legal analysis and excellent writing skills. Oral communication skills are required. Deposition and cour

Dec 09,2018 USA-WA-Seattle

Tax Senior Associate - Private Client Services
The candidate will be responsible for the following job duties which are focused around two core concepts: technical and quality expertise and delivering excellent client service: Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227),

Dec 08,2018 USA-CA-Glendale

Wealth Planner II
The candidate supports the Senior Wealth Planner/Strategist in providing wealth planning services to high net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans.

Dec 08,2018 USA-CA-Long Beach

Wealth Planner II
The candidate supports the Senior Wealth Planner/Strategist in providing wealth planning services to high net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans.

Dec 08,2018 USA-CA-Los Angeles

Wealth Planner II
The candidate supports the Senior Wealth Planner/Strategist in providing wealth planning services to high net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans.

617 Jobs Found | 1 - 20 displayed
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